Task Management

Overview

You can create tasks for yourself or your employees, from the Tasks menu. You can also edit, view, reassign or delete a task from this section.

Availability

Available On:

Free

✓ Standard

✓ Premium

Requires:

HeroPay

Creating a Task

  1. Click the Task menu.
  2. Click the Add New Task button.
    Task_1.jpg

  3. Complete the following fields:
    • Task Description.
    • Assign Date.
    • Due Date.
    • Assigned To.
    Important: If there are multiple users assigned a task, then provided to each user is a unique record of this task.
    Important: Managers and employees can only assign tasks to members in their team.
    Task_2.jpg

  4. Click the Save button.

Editing a Task

  1. Click the Task menu.
  2. Click the Action button.
  3. Click the Edit button.
    Task_3.jpg

  4. Make the required changes and click the Update button.
    Important: Updating a task triggers an email to the assigned users.
    Task_4.jpg

Viewing a Task

  1. Click the Task menu.
  2. Click the Action button.
  3. Click the View button.
    Task_3.jpg

  4. If you have completed the task, click the Complete button.
    Task_5.jpg

Reassigning a Task

  1. Click the Task menu.
  2. Click the Action button.
  3. Click the Reassign button.
    Task_3.jpg

  4. Type in the name of the new employee that is being assigned the task.
  5. Click the Assign button.
    Task_7.jpg

Deleting a Task

  1. Click the Task menu.
  2. Click the Action button.
  3. Click the Delete button.
    Task_3.jpg

  4. Click the Delete button.
    Helpful Tip: Selecting Delete Related Tasks will delete all related tasks.
    Task_8.jpg
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